Otis Worldwide Corp
OTIS- Exchange
- NYSE
- Industry
- Electronic & Other Electrical Equipment (No Computer Equip)
- SEC CIK
- 0001781335
No open-market purchases or sales by Otis Worldwide Corp insiders were filed in the last 90 days; 1,232 institutions reported holding it in 13F filings for Q2 2026, worth $25.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Otis Worldwide Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,145
- +16 vs. Q2 2021
- Shares held
- 357.8M
- −88.4K (0.0%) vs. Q2 2021
- Total value
- $29.5B
- +$207.1M (+0.7%) vs. Q2 2021
- New holders
- 92
- 379 more added
- Sold out
- 76
- 450 more reduced
13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,232 | $25.6B |
| Q1 2026 | 1,245 | $26.6B |
| Q4 2025 | 1,311 | $30.9B |
| Q3 2025 | 1,253 | $31.1B |
| Q2 2025 | 1,270 | $34.8B |
| Q1 2025 | 1,248 | $36.8B |
| Q4 2024 | 1,234 | $33.7B |
| Q3 2024 | 1,200 | $37.4B |
| Q2 2024 | 1,191 | $34.1B |
| Q1 2024 | 1,202 | $34.8B |
| Q4 2023 | 1,190 | $31.9B |
| Q3 2023 | 1,099 | $28.7B |
| Q2 2023 | 1,124 | $31.9B |
| Q1 2023 | 1,101 | $30.1B |
| Q4 2022 | 1,106 | $27.8B |
| Q3 2022 | 1,045 | $22.6B |
| Q2 2022 | 1,090 | $25.0B |
| Q1 2022 | 1,147 | $27.1B |
| Q4 2021 | 1,199 | $30.9B |
| Q3 2021 | 1,145 | $29.5B |
| Q2 2021 | 1,142 | $29.4B |
| Q1 2021 | 1,134 | $25.7B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steigerwald, Gordon & Koch Inc. | 115,601 | $9.51M | 1.56% | +6,640+6.1% | Added |
| Bradley Foster & Sargent Inc | 115,295 | $9.49M | 0.22% | +4,997+4.5% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $9.43M | 0.12% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 111,747 | $9.43M | 1.64% | 00.0% | Unchanged |
| Arizona State Retirement System | 113,688 | $9.35M | 0.08% | −1,741−1.5% | Reduced |
| Ensign Peak Advisors, Inc | 113,447 | $9.33M | 0.02% | −63,113−35.7% | Reduced |
| Point72 Asset Management, L.P. | 111,292 | $9.16M | 0.04% | −205,547−64.9% | Reduced |
| Rockefeller Capital Management L.P. | 109,295 | $8.99M | 0.05% | +5,202+5.0% | Added |
| State of Alaska, Department of Revenue | 108,783 | $8.95M | 0.09% | +1,104+1.0% | Added |
| State of Michigan Retirement System | 107,171 | $8.82M | 0.05% | −503,600−82.5% | Reduced |
| Meyer Handelman Co | 105,912 | $8.71M | 0.36% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 105,451 | $8.68M | 0.08% | −11,649−9.9% | Reduced |
| First Republic Investment Management, Inc. | 105,354 | $8.67M | 0.02% | +3,641+3.6% | Added |
| First Manhattan Co | 104,115 | $8.57M | 0.03% | −4,769−4.4% | Reduced |
| Keybank National Association | 103,481 | $8.52M | 0.04% | −5,214−4.8% | Reduced |
| NN Investment Partners Holdings N.V. | 101,387 | $8.34M | 0.05% | +8,686+9.4% | Added |
| Bahl & Gaynor Inc | 101,040 | $8.31M | 0.05% | +21,902+27.7% | Added |
| Churchill Management Corp | 97,222 | $8.00M | 0.12% | +97,222 | New |
| ExodusPoint Capital Management, LP | 97,105 | $7.99M | 0.12% | +82,682+573.3% | Added |
| Schwartz Investment Counsel Inc | 97,000 | $7.98M | 0.33% | 00.0% | Unchanged |
| MetLife Investment Management | 96,391 | $7.93M | 0.07% | +2,867+3.1% | Added |
| CIBC Asset Management Inc | 96,023 | $7.90M | 0.03% | +4,626+5.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 94,747 | $7.79M | 0.03% | +5,855+6.6% | Added |
| DnB Asset Management AS | 94,127 | $7.74M | 0.05% | +646+0.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 93,538 | $7.70M | 0.01% | +987+1.1% | Added |
| Advisor Group Holdings, Inc. | 91,288 | $7.51M | 0.02% | −177−0.2% | Reduced |
| Truist Financial Corp | 91,230 | $7.51M | 0.01% | −908−1.0% | Reduced |
| Janney Montgomery Scott LLC | 91,168 | $7.50M | 0.03% | +3,797+4.3% | Added |
| USS Investment Management Ltd | 90,987 | $7.49M | 0.06% | +80,352+755.5% | Added |
| Commerce Bank | 87,750 | $7.22M | 0.05% | +148+0.2% | Added |
| Fundsmith Investment Services Ltd. | 87,737 | $7.22M | 4.39% | +160+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 87,578 | $7.21M | 0.15% | +2,773+3.3% | Added |
| Nomura Asset Management Co Ltd | 87,240 | $7.18M | 0.04% | +2,367+2.8% | Added |
| Foyston, Gordon, & Payne Inc | 86,991 | $7.16M | 1.79% | −4,586−5.0% | Reduced |
| Middleton & Co Inc | 85,274 | $7.02M | 0.75% | +432+0.5% | Added |
| Swedbank AB | 84,319 | $6.94M | 0.01% | +28,618+51.4% | Added |
| Brinker Capital Investments, LLC | 84,088 | $6.88M | 0.11% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 82,000 | $6.75M | 1.69% | 00.0% | Unchanged |
| Carlson Capital L P | 81,852 | $6.74M | 0.36% | −14,000−14.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 81,352 | $6.69M | 0.01% | −3,650−4.3% | Reduced |
| Natixis Advisors, L.P. | 78,310 | $6.44M | 0.03% | +3,494+4.7% | Added |
| Calamos Advisors LLC | 78,112 | $6.43M | 0.03% | +6,893+9.7% | Added |
| Peapack Gladstone Financial Corp | 78,012 | $6.42M | 0.13% | +1,035+1.3% | Added |
| Utah Retirement Systems | 77,752 | $6.40M | 0.09% | −4,100−5.0% | Reduced |
| Creative Planning | 77,520 | $6.38M | 0.01% | +609+0.8% | Added |
| HM Payson & Co | 75,357 | $6.20M | 0.15% | −309−0.4% | Reduced |
| British Columbia Investment Management Corp | 75,239 | $6.19M | 0.04% | −997−1.3% | Reduced |
| Lincoln Capital LLC | 74,339 | $6.12M | 1.66% | +2,111+2.9% | Added |
| LSV Asset Management | 74,050 | $6.09M | 0.01% | −1,650−2.2% | Reduced |
| Windward Capital Management Co | 73,742 | $6.07M | 0.56% | −50.0% | Reduced |
| Osborne Partners Capital Management, LLC | 73,632 | $6.06M | 0.49% | +5,193+7.6% | Added |
| Westpac Banking Corp | 73,432 | $6.04M | 0.06% | −2,994−3.9% | Reduced |
| Guggenheim Capital LLC | 73,303 | $6.03M | 0.04% | −2,267−3.0% | Reduced |
| Public Employees Retirement Association of Colorado | 73,211 | $6.02M | 0.03% | −309−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 72,019 | $5.93M | 0.04% | +3,076+4.5% | Added |
| Fifth Third Bancorp | 71,761 | $5.90M | 0.03% | −3,657−4.8% | Reduced |
| ProShare Advisors LLC | 70,499 | $5.80M | 0.02% | +5,433+8.3% | Added |
| Macquarie Group Ltd | 69,439 | $5.72M | 0.00% | −1,526−2.2% | Reduced |
| Gofen & Glossberg LLC | 69,448 | $5.71M | 0.13% | −829−1.2% | Reduced |
| Allied Investment Advisors, LLC | 69,248 | $5.70M | 2.16% | −356−0.5% | Reduced |
| Prospector Partners LLC | 68,540 | $5.64M | 0.72% | −900−1.3% | Reduced |
| State of Tennessee, Treasury Department | 68,160 | $5.61M | 0.02% | −3,693−5.1% | Reduced |
| Handelsbanken Fonder AB | 66,618 | $5.48M | 0.03% | +13,381+25.1% | Added |
| Texas Permanent School Fund | 65,931 | $5.42M | 0.07% | −1,085−1.6% | Reduced |
| Mackay Shields LLC | 65,073 | $5.35M | 0.05% | +1,655+2.6% | Added |
| Comerica Bank | 62,479 | $5.35M | 0.03% | −11,005−15.0% | Reduced |
| Fiduciary Trust Co | 64,833 | $5.33M | 0.09% | −6,008−8.5% | Reduced |
| Achmea Investment Management B.V. | 64,001 | $5.27M | 0.16% | +51,895+428.7% | Added |
| Martin Investment Management, LLC | 63,511 | $5.23M | 1.32% | +446+0.7% | Added |
| Glenmede Trust Co NA | 63,266 | $5.20M | 0.03% | −4,538−6.7% | Reduced |
| Vontobel Holding Ltd. | 63,105 | $5.19M | 0.05% | −14,074−18.2% | Reduced |
| Nordea Investment Management AB | 61,546 | $5.17M | 0.01% | +467+0.8% | Added |
| Greenwood Gearhart Inc | 62,053 | $5.11M | 0.79% | +4,352+7.5% | Added |
| Delta Asset Management LLC | 60,489 | $4.98M | 0.48% | +2,660+4.6% | Added |
| Moody National Bank Trust Division | 58,828 | $4.84M | 0.07% | −66−0.1% | Reduced |
| FIL Ltd | 58,519 | $4.82M | 0.01% | −19,660−25.1% | Reduced |
| Sheets Smith Wealth Management | 57,328 | $4.72M | 0.64% | 00.0% | Unchanged |
| American National Insurance Co | 56,378 | $4.64M | 0.17% | −40−0.1% | Reduced |
| Mutual of America Capital Management LLC | 56,143 | $4.62M | 0.05% | +3,307+6.3% | Added |
| Pearl River Capital, LLC | 55,842 | $4.59M | 1.25% | +55,842 | New |
| Ipswich Investment Management Co., Inc. | 55,735 | $4.59M | 1.17% | +3,606+6.9% | Added |
| Man Group plc | 54,773 | $4.51M | 0.02% | −206,180−79.0% | Reduced |
| Graybill Bartz & Assoc Ltd | 53,646 | $4.41M | 2.17% | −174−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,483 | $4.40M | 0.05% | +2,942+5.8% | Added |
| Daiwa Securities Group Inc. | 53,247 | $4.38M | 0.03% | −19,508−26.8% | Reduced |
| IFM Investors Pty Ltd | 52,974 | $4.36M | 0.09% | −164−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 52,701 | $4.34M | 0.06% | +538+1.0% | Added |
| Clifford Swan Investment Counsel LLC | 53,542 | $4.33M | 0.16% | −7,562−12.4% | Reduced |
| KBC Group NV | 52,279 | $4.30M | 0.02% | +1,305+2.6% | Added |
| Leverage Partners Absolute Return Fund SPC | 52,150 | $4.29M | 4.12% | +150+0.3% | Added |
| Erste Asset Management GmbH | 51,180 | $4.26M | 0.08% | −2,120−4.0% | Reduced |
| Regions Financial Corp | 51,788 | $4.26M | 0.04% | −904−1.7% | Reduced |
| Kanawha Capital Management LLC | 51,779 | $4.26M | 0.39% | −765−1.5% | Reduced |
| SG Americas Securities, LLC | 50,891 | $4.19M | 0.02% | +41,297+430.4% | Added |
| Metropolitan Life Insurance Co | 49,770 | $4.10M | 0.06% | +626+1.3% | Added |
| Wesleyan Assurance Society | 48,100 | $3.96M | 0.51% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 47,936 | $3.94M | 0.05% | +24,635+105.7% | Added |
| Aptus Capital Advisors, LLC | 47,441 | $3.90M | 0.15% | +4,717+11.0% | Added |
| Private Advisor Group, LLC | 47,131 | $3.88M | 0.02% | +13,731+41.1% | Added |
| Evoke Wealth, LLC | 47,075 | $3.86M | 0.15% | −675−1.4% | Reduced |